Medical Accounting, Medical Financial, Financial Planning For Doctors, Healthcare Accountant

Grimsey
 
 

 

Finance

Finance | Variable & Fixed Interest Rate Loans

 

Grimsey owns and operates Lewis House Finance, a mortgage brokerage company, run by an accredited broker and sited for your convenience within our offices.

 

Lewis House Finance is associated with the Challenger Financial Group. This puts the negotiating power of one of Australia's largest financiers in the world at work for you.

 

Lewis House Finance is also a full member of the MFAA, the peak industry body with responsibility for ensuring the professional standards and ethical conduct of its members. By choosing an MFAA member you can be sure your broker:

  • has relevant industry experience;
  • undertakes ongoing professional training; and
  • adheres to fair business practices and ethical behaviour.

Working in conjunction with your Grimsey financial planner and accountant, Lewis House Finance can project manage your financing requirements, from analyzing your needs, sourcing options, undertaking the application process, negotiating on your behalf - you need never deal directly with a financial institution, and you will be kept informed at every step of the way.

 

There is no fee for this service to Grimsey clients, and whilst we do receive commissions from financial institutions, we do not charge any additional brokerage fees.

 

Financed investments will most likely form a fundamental part of your financial plan, as the strategic use of deductible debt vastly accelerates wealth. We focus on ensuring that the loan(s) we organise are structured in such a manner as to maximize every possible opportunity for deductibility, thereby assisting you in the wealth building process.

 

Our many years of experience ensures that your financing, taxation and investment strategies will be developed as a co-ordinated financial plan.

 

Packages

We can secure you a reduced interest rate and fees by negotiating a package to cover your home loan, credit card and transactional accounts. This can deliver significant ongoing savings, only available to medical and dental practitioners, pharmacists, and some other high net worth individuals.